Peta Nunn

Director, Wealth Management

Peta Nunn

Peta has worked in the financial planning industry since 2000, during which time she has gained extensive experience in the areas of strategic financial planning, investment management and portfolio administration.

Peta Nunn

About Peta .

Peta has worked in the financial planning industry since 2000, during which time she has gained extensive experience in the areas of strategic financial planning, investment management and portfolio administration.

Peta has been a Representative since 2002 and is a CERTIFIED FINANCIAL PLANNER®.

Peta strongly believes that Wealth Management is a journey, not a transaction, and it is by developing a trusted relationship with her clients that she helps guide them along this journey. Her client-focussed approach means that her clients’ needs are at the forefront of her mind at all times.

By developing strong relationships with her clients, Peta ensures that she proactively manages their ever-changing needs. She takes the time to understand her clients’ goals and tailors her advice to their unique circumstances.

Peta enjoys working closely with her clients to help them achieve their personal, business and financial goals. This involves assisting clients by agreeing on goals and objectives, developing personalised strategies to build wealth, implementing the plan and then providing ongoing reviews to ensure that her clients are on-target at all times.

Qualifications & Associations:

  • CERTIFIED FINANCIAL PLANNER© through the Financial Planning Association (FPA)
  • Advanced Diploma in Financial Services, Financial Planning
  • Board Member for the Hutt Street Centre Foundation
  • Board Member for Perks Wealth Management
  • Board Member of Loreto College Maryatville

Specialisations:

  • Wealth Management
  • Succession Planning
  • Family Business

Get in touch with Peta .

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  • FBEA - Winner 2017
  • SMSF and Account Awards 2017 - Finalist
  • SMSF and Account Awards 2018- Winner
  • Australian Account Awards - Finalist 2018
  • Xero Platinum Partner
  • Adaptive Insights
  • LEA Global